Priya Raman Srinivasan , CPA, MST

Priya runs the equity-comp tax group at a boutique firm serving mid-to-senior engineers and product leaders at publicly traded tech companies. Her clients are mostly W-2 earners whose total compensation runs $400k to $1.8M, with two-thirds of that arriving as quarterly RSU vestings. She came out of Big Four tax after her MST and has spent most of her career translating Form 3921, Form 3922, and 1099-B data into something her clients can actually plan around.

The recurring fire drill in her practice is supplemental-withholding shortfalls on big vesting events. Take a senior engineer with a $250k vesting in Q1: the employer withholds 22% federal under the flat supplemental rate, but the client’s actual marginal rate is 35%. That gap is roughly $32k the client owes in April, and most of them do not see it coming because their paystubs look fine all year. Priya runs a mid-year projection with every client who has more than $150k in expected RSU income and files a W-4 adjustment or quarterly estimate before Q3.

She reviews VestedGrant’s content on vesting schedules, withholding mechanics, and the state-tax implications of RSUs that vest after a client moves out of California or New York. The goal is for readers to reach a CPA already understanding where the withholding gap comes from.